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ERP Advisory

“We help businesses implement ERP systems (Oracle, Dynamics, NetSuite, QuickBooks Online) that integrate finance, operations, and compliance. Unlike IT-only consultants, we bring CPA-level financial insight and cloud security governance — ensuring your ERP supports growth, controls, and audit readiness.”

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ERP Advisory

1. ERP Strategy & Selection

  • Assess business needs and workflows.

  • Recommend ERP platforms: Oracle Financials, Microsoft Dynamics 365, SAP, NetSuite, QuickBooks Online, Sage Intacct, etc.

  • Run RFPs, vendor evaluations, and fit-gap analysis.

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2. ERP Implementation & Integration

  • Project management of ERP rollout.

  • Data migration (e.g., from Elentenny AR → QuickBooks Online + AP & Inventory).

  • Integration with cloud systems (AWS, Salesforce, Shopify, payroll).

  • Ensure segregation of duties and audit trails are built in.

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3. Financial Process Optimization

  • Automating AP, AR, reconciliations, reporting.

  • Designing workflows for budgeting, forecasting, and cost allocations.

  • Embedding FinOps logic (cloud costs tagged and booked directly into ERP GL).

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4. Compliance & Governance in ERP

  • Ensure ERP setup supports SOX, SOC 1/2, ISO, GDPR, HIPAA, PCI.

  • Configure role-based access controls.

  • Document controls for external audits.

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5. Post-Go-Live Advisory & AI/Automation

  • Dashboards for KPIs (cash flow, margins, cost per unit).

  • RPA bots for reconciliations and reporting.

  • AI-driven forecasting (tying ERP to cloud FinOps dashboards).

Contact

I'm always looking for new and exciting opportunities. Let's connect.

info@mysite.com

123-456-7890 

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